Salesforce Marketing Cloud - Profile Sync (API)

Salesforce is a cloud-based software company providing customer relationship management (CRM) software and applications focused on sales, customer service, marketing automation, analytics, and application development. Using this destination and your segments you can create or update (upsert) rows in a data extension using Salesforce Marketing Cloud Engagement synchronous REST API upsertRowsetByKey and enable a multitude of data activation flows like the abandoned cart.

Key features

The Salesforce Marketing Cloud - Profile Sync (API) destination provides the following key features:

• Data activation: upserting data extensions can be used to enable various data activation flows based on the user behaviour (E.g. near-real-time profile sync, journey triggers, and on-site personalization).

• Support batch mode: see section Batch mode for more details.

• Easy setup: select your data variables in segments, and Salesforce fields in your data extensions, from intuitive drop-down menus.

Destination setup

Ensure you have access to Salesforce Marketing Cloud with administrator or "Manage Connected Apps" user privileges. After authenticating, take note of the following information: • Client ID • Client Secret • Tenant-Specific Subdomain You can find these values by clicking your user name in the top right corner and select Setup . In the left-side menu, navigate to Apps → Installed Packages and select the package you want to use or create one by clicking New and add a new API Integration component. This information is required to set your Credentials in the Configuration next section.

Configuration

Settings	Description
Credentials	Required Your credentials with Salesforce Marketing Cloud as set directly in your destination or, in the left menu, following: Administration ➜ Connector Credentials ➜ Add connector credentials ➜ Salesforce Marketinng .
Data Extension	Required Select your data extension.
Primary Key Mapping	Required Select the Data variable holding the primary key value to be looked up to find the record to update/insert and the Salesforce field representing the primary key column name. One entry is required.
Record Field Mapping	Required Select the Data variable holding the value to update/insert and the Salesforce field representing the related field name. One entry is required.
Enable batch mode	When checked (default), multiple records are sent to your data extension with a single request instead of one at a time. See section Batch mode for more details.

Field mappings

Created or updated data extension records include the following properties:

Property Name	Property Value
Salesforce field [1]	Data variable [1]

[1] See Record Field Mapping in Configuration for more details.

Batch mode

See Enable batch mode in Configuration to manage this mode. Having batch mode activated has its benefits and drawbacks. See the following table for more details:

Enable batch mode	Benefits	Drawbacks
Not checked	• Real-time requests. • Better error management.	• More susceptible to Salesforce API limits.
Checked	• Less susceptible to Salesforce API limits.	• Slightly postponed requests. • On error, all records in a single request are discarded. [1]

[1] Error response is inherited from the associated Salesforce API upsertRowsetByKey which returns limited information for multiple records in a batch request.

Salesforce API limits

Salesforce protects their services by placing limits on API usage, resulting in the following soft limits for this destination:

• Maximum API request volume. The limit depends on your edition:

  • Pro: 2 million requests per year.

  • Corporate: 6 million requests per year.

  • Enterprise: 200 million requests per year.

• Maximum request rate for synchronous API requests: 2500 requests per minute across all endpoints.

• Maximum number of concurrent connections: 100 connections.

• Maximum batch size for synchronous API requests: 50 objects.